David Brenelus: Primerica - Financial Services - Pompano Beach (FL)

Bill Muller We retired in 2002 and became Provise clients in 2002. Together we have been through the highs as well as the lows. Ray and Kim put together a solid, balanced plan that has performed very well over these years. We are enjoying an active retirement, without anxiety, confident that the long term financial plan will continue to provide our needs.

Jessica Mishali Mike Maynes and his team are extremely professional, trustworthy, experienced and kind. Their attention to detail makes Tortuga Financial stand out in the industry. I highly recommend Mike Maynes and his team.

Donny Felix Great a service, cares for client!

Jamie Marcario Tom Barry is one of the most knowledgeable advisors for those of us in our 50s. We’ve seen firsthand the financial devastation that my in-laws faced because they did not plan for their long-term needs. If you’ve been through that and want someone to help you plan to avoid a similar fate for yourself and your kids, Tom is the person to help you plan a financial future that avoids the pitfalls so you can focus on living well.

Joshua Davis Working with Caitlin Spradley at the Lake City Vystar has been such a pleasure! She’s got such great energy and is amazing at her job! So helpful, friendly, knowledgeable, responsive, and understanding. I would highly recommend working with her at the Lake City branch.

Timothy Eldridge Very impressed with the quality of the work. Had been doing business with HR Block For about 16 yrs. Going to be a long term customer from here on.

Stephanie Crosby HIGHLY recommend this firm and their “Ask an Advisor” service! I needed some support on managing my backdoor Roth IRA so I reached out to James. He was very helpful in answering a few of my major questions regarding how to, necessary tax forms, moving some money around. As a person who doesn’t have a lot of investments yet, this one-time service made it possible for me to hire a financial advisor to make sure I’m setting myself up for success. Thank you, James, for concisely and patiently answering my questions!